Money Concepts Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,032
| Closed | -$197K | – | 2589 |
|
2022
Q4 | $197K | Buy |
2,032
+1,776
| +694% | +$172K | 0.01% | 690 |
|
2022
Q3 | $25K | Hold |
256
| – | – | ﹤0.01% | 860 |
|
2022
Q2 | $26K | Sell |
256
-1,798
| -88% | -$183K | ﹤0.01% | 834 |
|
2022
Q1 | $216K | Buy |
2,054
+1,808
| +735% | +$190K | 0.01% | 704 |
|
2021
Q4 | $26K | Buy |
+246
| New | +$26K | ﹤0.01% | 639 |
|
2021
Q1 | $3K | Sell |
27
-478
| -95% | -$53.1K | ﹤0.01% | 684 |
|
2020
Q4 | $53K | Buy |
+505
| New | +$53K | ﹤0.01% | 513 |
|